Account Type*** *******Account Owner***** ****Account Opps/Deals******** ********Closed Won • Feb 25***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Houlihan LokeyManaging Director, Head of Wealth ManagementDec 24 - PresentPark Sutton Advisors A Waller Helms CompanySenior Managing Director, FounderApr 08- Dec 24Putnam Lovell NbfSenior AssociateMay 99- Apr 02
Kelly ElstonExecutive Assistant To C SuiteView Profile, Kelly ElstonJosefina ArtilesRetiredView Profile, Josefina ArtilesAlex PistonePresidentView Profile, Alex Pistone